DS User Acceptance Testing

1
Budget Operating Statement Project Update
Business Managers September 20, 2005
2
Agenda of topics

• Background
• Functional Review Phase 2 Products
• Universe Overview
• Participation Opportunity
• Appendix

3
Background
4
Background- Staged Delivery Plan

• Budget Operating Statement (BOS) project is
  planned to be delivered in 3 Stages.
• Stage 1 Inclusion of Finance Budget and HR
  Salary Planner data in the EDW
• Salary Planner Initial and Final Scenarios only
• Delivered October 2004
• Stage 2 focuses on the business need to better
  analyze Personnel expenses.
• New EDW HRFIN BOS Payroll Universe delivered June
  7, 2005
• Additional functionality to current Universes
  delivered June, 2005
• Additional functionality to current Universes
  delivered in July, 2005

5
Background- Staged Delivery Plan

• Stage 3 will focus on better integration of
  Finance high level data to the Payroll detail
  data.
• Approved by Information Technology Priorities
  Committee (ITPC)
• Approved by Academic Affairs Management Team
  (AAMT)
• Currently developing Project Plans
• Begin work in FY06

6
Functional Review of Stage 2 Products
7
Completed Products and Changes

• Adding Budget Profile Code to the Payroll
  Universe and Position Job Hierarchy Universe
• Will allow users to identify which Position-job
  combinations will be pulled into the Salary
  Planner extract process
• Implemented May 26, 2005
• New stream lined BOS Payroll Universe that
  includes the Finance CFOAPAL Hierarchies
• Will allow users to summarize payroll data with
  the Finance Hierarchies and drill down to the
  individual person
• Implemented June 7, 2005

8
Completed Products and Changes

• Adding Fund Type, Account Title, Fund Title and
  Program Title to the Position Job Hierarchy
  Universe and Salary Planner Universe
• Will allow users to better translate the CFOAP
  codes
• Released in July, 2005
• Upcoming Changes
• Adding the Position Labor Distribution and Job
  Labor Distribution to the Position Job Hierarchy
  Universe
• Users can identify owned Positions
• Users can see default CFOAPALs Jobs are to be
  paid from
• Scheduled to be worked on.

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EDW HRFIN BOS PayrollUniverse Overview
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• Universe Overview
• Colleges and Departments can query payroll
  expenditures (gross payroll and employer-paid
  benefit expenses) by Fund Type, Organizational
  Hierarchy, C-FOAPAL and Time Period at summary
  levels.
• Users can choose from several time periods of
  business interest Calendar, Fiscal, or
  customized years.
• Can easily move from summary data to related
  detail transactions

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• Who should use this universe?
• Financial Managers interested in summarized
  payroll expenditures
• College and Department Business Managers who
  budget for future personnel expenditures
• What types of questions can I answer in this
  universe?
• Who is being paid off State funds? Grant funds?
• What percentage of my payroll expenses are state,
  grant, ICR, etc.
• Who has my College paid this fiscal year? This
  pay period?
• How many people are paid off of a CFOAPAL?

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EDW - HRFIN BOS Payroll Universe
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EDW - HRFIN BOS Payroll Report Examples
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EDW - HRFIN BOS Payroll Report Examples
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EDW - HRFIN BOS Payroll Report Examples
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• Additional Universe Information
• You can see the metadata at http//www.ds.uillinoi
  s.edu/metadata.asp.
• You can find a starter report at Query Clearing
  house under HR Budget Operating Statement
  (https//www.ds.uillinois.edu/reports/QCH/browse.a
  spx).
• For additional help with this Universe
• You can attend a Practice Lab. You can see the
  schedule at http//www.ds.uillinois.edu/events.as
  p

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BOS Payroll Phase 3Participation Opportunity
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Input Opportunity

• DS is looking for individuals on each campus to
  be interviewed.
• Time commitment of approximately 1 - 2 hours
• If you are interested in offering input into
  please contact Beth Ladd (hessgill_at_uillinois.edu)
  or Mark Pollard (mpollard_at_uillinois.edu)

19
Thank You!
Questions? Discussion?
20
Appendix General Information
21
DS Resources and Contacts General

• General questions for Decision Support?
• Email dsrequests_at_uillinois.edu
• Want general info on reporting?
• Check out Reporting Central at www.ds.uillinois.ed
  u
• Want to keep up to date with info about the Data
  Warehouse and Decision Support?
• Sign up for the Changing Lanes List-serv at
  http//www.ds.uillinois.edu/changing_lanes.asp
• Want to know the status of issues and when the
  Warehouse data was last updated?
• Visit the System Status page at
  http//www.ds.uillinois.edu/systemstatus.asp

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DS Resources and Contacts Standard Reports

• Want to know what standard reports are available?
• Try the Standard Report Directory at
  www.ds.uillinois.edu
• How can I get access to standard reports?
• Follow the instructions at http//www.ds.uillinois
  .edu/RepCentral/default.aspx?pageRepAccess

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DS Resources and Contacts Custom Reports

• How can I get access to create my own reports
  using the Data Warehouse?
• Follow the instructions at http//www.ds.uillinois
  .edu/RepCentral/default.aspx?pageDevAccess
• How can I find out what training is available for
  using Business Objects?
• Browse the Training Calendar on the DS website
  at http//www.ds.uillinois.edu/ViewClasses.asp
• Need help creating a report, or having a problem?
• Drop in at regularly scheduled practice labs to
  get one-on-one help from the experts in an open
  lab setting. See the Events page at
  http//www.ds.uillinois.edu/events.asp for times
  and locations.
• File a case with the AITS Help Desk (be sure to
  include Decision Support in the description so
  it gets routed to DS)
• Call 312-996-4806 (UIC) or 217-333-3102 (UIS or
  UIUC)
• E-mail helpdesk2_at_uillinois.edu

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DS Resources and Contacts Change Management

• Need to know what changes have been made to the
  Data Warehouse?
• Go the Change Management page and click on
  Release Notes https//www.ds.uillinois.edu/aspte
  st/projects/metadata/release_management.asp
• What enhancements have been requested and what is
  their status?
• DS has a Change Management Advisory Committee
  (CMAC) that helps prioritize change requests,
  check out the CMAC page to find out more about
  changes in the queue and for lists of members
  https//www.ds.uillinois.edu/asptest/projects/meta
  data/cmac.asp

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DS Resources and Contacts Collaboration

• Want to see if someone has created a query you
  could develop from, or share one youve created?
• Browse and post queries in the QCH at
  www.ds.uillinois.edu
• Want to talk about collaborating with DS or about
  our planned projects or services?
• Call Aaron Walz at 217-265-6540 or e-mail
  awalz_at_uillinois.edu